Position in HLN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$147,609
-$22,721 QoQ
Shares Held
15,821
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 639 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Choate Investment Advisors holds $367,213 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
13,829 | $219,604 | |
| 2 | HLN |
Haleon plc
This page
|
15,821 | $147,609 |
All Filings in HLN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,609 | 15,821 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $170,330 | 17,016 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $171,930 | 17,006 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $205,771 | 22,940 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $243,103 | 23,443 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $286,072 | 27,801 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $271,317 | 28,440 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,809 | 26,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $216,891 | 26,258 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $228,440 | 26,907 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $236,999 | 28,797 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $240,112 | 28,825 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $212,215 | 25,324 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $230,280 | 28,290 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $226,320 | 28,290 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||